How many benefit plans does Captivateiq, Inc. report on Form 5500?

Captivateiq, Inc. (EIN 82-3069380) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Captivateiq, Inc.?

The Employer Identification Number (EIN) reported for Captivateiq, Inc. is 82-3069380.

What is the latest Form 5500 filing year for Captivateiq, Inc.?

The latest loaded Form 5500 filing year for Captivateiq, Inc. is 2023.

Captivateiq, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Captivateiq, Inc. (EIN 82-3069380) is a plan sponsor located in San Francisco, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 82-3069380
Location: San Francisco, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,419,679
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,419,679

Contributions & income

Employer contributions: $0
Participant contributions: $2,488,142
Total income / additions: $4,314,085

Expenses & distributions

Benefits paid / distributions: $1,620,811
Total expenses: $1,684,790
Net increase / (decrease): $2,629,295

Coverage

Total reported participants: 565
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Captivateiq, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Captivateiq 401(K) Plan	001	319	$7,419,679	2023
Captivateiq, Inc., Health And Welfare Benefit Plan	501	246	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Captivateiq, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Captivateiq, Inc., Health And Welfare Benefit Plan	246	—	20240708180502NAL0012789313001
2023	Captivateiq 401(K) Plan	319	H, C	20241014181810NAL0015406323001